Optimize Complex eSigning Flows with Conditional Routing

If you need to send a package of documents for eSignature or review to different recipients in multiple consecutive steps, create a Document Group and set specific conditions for automatic document routing. This feature allows you to build advanced document workflows in a very straightforward way.

Let’s say you are an HR manager and you need to send several onboarding documents to a new employee and your company’s CEO for approval. Once the documents are signed by both parties, you need them forwarded to the accounting department and also back to you. Let’s build this workflow with airSlate SignNow to see how easy it is.

Create a Document Group

Hover over the Upload or Create button and select Create Document Group.

Upload documents that need to be sent from your hard drive or add them from your Documents or Templates folder on airSlate SignNow. For this example, we’ll choose the latter option.

Select the documents you need from the list and click Add.

The files we’ve added to this Document Group already have fillable fields and signing roles configured (CEO and New Employee). You can make changes to any of your documents by clicking the Edit Document button. When finished, click Next.

Assign documents to recipients

Configure your first signing step. In our case, we need to send an employment contract, NDA, and company policy to a new employee for eSignature.

Enter your recipient’s email address and click Assign Documents and Roles. Then, select the documents you need to send and click Apply.

Choose a signing role for each document using the corresponding dropdowns. For this step, we’ll assign the New Employee role.

Let’s set up the second step by clicking the Add Signing Step button. Once the documents are signed by the new employee, we need them to be approved by the company CEO. So we configure the next step in a similar fashion but assign the documents to the CEO.

Now it’s time to configure the third and final step. In the end, we need airSlate SignNow to forward all these signed documents to the accounting department and HR.

First, add the accountant’s email address, and then, by clicking the Add recipient button, add the HR to this step (both recipients will receive the document package simultaneously). We don’t need the accountant and HR to sign these documents, so we choose View only in the dropdowns (you don’t need signing roles for this option).

When finished, click Next.

Review your workflow and send

Everything is set and ready to go. All you need to do is review your signing steps and hit Send. You can also customize your email subject and message for each step, set up signer authentication, and schedule reminders by clicking Customize Email Settings.

Once your Document Group is sent, the workflow is set in motion and your documents will be automatically routed to the designated recipients.